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about us
Investment Approach
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Why Freshpet Stock Was a Real Dog of a Stock Today
August 25, 2025
Tickers
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GIS
Tags
GIS
Market News
FRPT
From
Motley Fool
These Analysts Cut Their Forecasts On Freshpet After Q2 Earnings
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August 04, 2025
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W
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From
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Freshpet CEO Says 'Outsized Growth' Expected Despite Lowered Sales Target
August 04, 2025
Tickers
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NEWS
Tags
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News
Top Stories
From
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Freshpet (FRPT) Q2 Revenue Up 12.5%
August 04, 2025
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Tags
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FRPT
Recent Press Releases
From
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Earnings Scheduled For August 4, 2025
August 04, 2025
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ADTN
ADUS
AESI
Tags
AESI
WAT
BCRX
From
Benzinga
What's Next: Freshpet's Earnings Preview
August 01, 2025
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Benzinga
From
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Wall Street's Top 10 Stock Calls This Week - Saturday, June 21
June 21, 2025
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CRCL
CSCO
FRPT
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SRPT
Market News
ADI
From
TalkMarkets
A Look Into Freshpet Inc's Price Over Earnings
June 19, 2025
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Benzinga
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3 Growth Stocks Down 33% to Buy Right Now
June 10, 2025
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CELH
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TGT
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Market News
CELH
FRPT
From
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Options Corner: Wall Street's Blind Spot On SoundHound AI Sets Up A Bullish Edge
May 22, 2025
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Tags
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Benzinga
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FreshPet Stock Analysis: Buy, Hold, or Sell?
May 20, 2025
Tickers
FRPT
Tags
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Recent Press Releases
FRPT
From
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Options Corner: Cinemark's Short Squeeze Won't Prevent The Credits From Eventually Rolling
May 07, 2025
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Options
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From
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Options Corner: Short-Squeeze Pressure Continues To Fuel Freshpet's Contrarian Rally
May 06, 2025
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Tags
Benzinga
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Equities
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Why Is Pet Food Company Freshpet's Stock Sliding Today?
May 05, 2025
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why it's moving
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Earnings Scheduled For May 5, 2025
May 05, 2025
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ADUS
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BRCC
SUI
From
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An Overview of Freshpet's Earnings
May 02, 2025
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Benzinga
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Utz Brands Gets Analyst Upgrade As Salty Snacks Gain Traction, Promotions Ease
April 24, 2025
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NEWS
STKL
UTZ
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UTZ
From
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Why Investors Thought Freshpet Stock Was a bad boy Today
March 25, 2025
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PIPR
Recent Press Releases
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Why Freshpet Was a Dog of a Stock This Week
March 13, 2025
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OPY
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From
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Freshpet Is Not Out Of The Woods On Consumption Trends, Analyst Says
March 10, 2025
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Looking Into Freshpet's Recent Short Interest
February 25, 2025
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Tags
BZI/SHORTHIST
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Benzinga
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Bridge Investment Group, Telix Pharmaceuticals, Sun Communities, And Other Big Stocks Moving Higher On Monday
February 24, 2025
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Why Freshpet Stock Jumped Monday
February 24, 2025
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Why Freshpet Stock Plummeted Today
February 20, 2025
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Freshpet (FRPT) Q4 2024 Earnings Call Transcript
February 20, 2025
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FRPT
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From
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Earnings Scheduled For February 20, 2025
February 20, 2025
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ACCO
AEG
AG
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ULS
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From
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Peering Into Freshpet's Recent Short Interest
December 06, 2024
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Top 3 Risk Off Stocks That May Collapse This Quarter
November 20, 2024
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CALM
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NEWS
Tags
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consumer staples
Benzinga
From
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Best Stock to Buy Right Now: Chewy vs. Freshpet
November 09, 2024
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CHWY
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WOOF
Tags
Market News
Recent Press Releases
WOOF
From
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